See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,654 | $92,703+56.0% | $82,719+74.9% | $134,475+7.6% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -19.15% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $974 | $3,274-70.2% | $3,009-67.6% | $4,740-79.4% |
| Participant deferral / active EE | $2,102 | $4,802-56.2% | $4,395-52.2% | $6,400-67.2% |
| Admin fee / account holder | $2,477 | $5,983-58.6% | $5,329-53.5% | $11,426-78.3% |